BI

Beckerman Institutional Portfolio holdings

AUM $188M
1-Year Est. Return 15.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$870K
3
+$597K
4
MSFT icon
Microsoft
MSFT
+$506K
5
ABBV icon
AbbVie
ABBV
+$409K

Top Sells

1
+$388K
2
+$374K
3
+$201K
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$136K
5
PLTR icon
Palantir
PLTR
+$109K

Sector Composition

1 Financials 12.41%
2 Communication Services 4.75%
3 Technology 2.27%
4 Consumer Staples 0.97%
5 Healthcare 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.9M 9.36%
31,637
+470
2
$9.39M 5.53%
201,856
+12,934
3
$9.03M 5.32%
248,522
+33,054
4
$7.66M 4.51%
95,532
-1,751
5
$6.49M 3.82%
67,494
+2,061
6
$5.67M 3.34%
23,325
+858
7
$4.82M 2.84%
63,111
-796
8
$4.78M 2.82%
123,996
+5,007
9
$4.71M 2.77%
118,222
+21,987
10
$3.68M 2.17%
64,450
+3,192
11
$3.4M 2%
46,320
+1,248
12
$3.31M 1.95%
121,158
+6,718
13
$3.14M 1.85%
68,120
+4,916
14
$3.09M 1.82%
126,705
+10,959
15
$2.83M 1.67%
27,392
+238
16
$2.52M 1.48%
43,293
+2,067
17
$2.51M 1.48%
53,989
+3,585
18
$2.3M 1.35%
43,154
+1,978
19
$2.26M 1.33%
33,847
+1,003
20
$2.2M 1.29%
43,629
+8,049
21
$2.17M 1.28%
32,085
+2,108
22
$2.13M 1.25%
46,736
+4,981
23
$2.12M 1.25%
23,834
-386
24
$1.98M 1.17%
62,829
+6,252
25
$1.86M 1.09%
2,531
-2
1
2 3 4 5